Wealth Metrics and Tags Are Hard to Trust
AUM, effective accounts, product holding, risk preference, trading behavior, and advisor service metrics are often inconsistent across systems.
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SwiftMetrics Ontology FoundationSemantic capability for AI-callable enterprise dataData AgentNatural-language analytics and decision intelligenceClawTeams AI TeamGoal-driven AI team collaboration and deliveryDataHub Data AssetsCompliant data product marketplace with PSISwiftXDP Multi-Entity Tag PlatformMulti-entity tags and customer intelligenceSwiftMA Marketing AutomationCreate, execute, and optimize personalized marketing strategies
Consumer BrandsMembers, channels, inventory, and growth loopsRetail ChainsHQ-region-store operating agentsState-Owned GroupsData elements and management decisionsHigh-Tech ManufacturingQuality, delivery, and inventory attributionBankingTrusted Q&A, risk, and customer journeysSecuritiesAUM, advisory service, and asset operations
Securities
Securities
Securities solution powered by metrics semantic ontology and Data Agent capabilities, helping enterprises become Data AI Ready and upgrade decision intelligence.
Industry
Securities
Pain Signals
5
Know-how / Cases
4 / 3
INDUSTRY AGENT
AUM
Client
Product
Advisor
Channel
Compliance
SEMANTIC
ANALYTIC
ACTION
Industry Intelligence
Securities
Securities solution powered by metrics semantic ontology and Data Agent capabilities, helping enterprises become Data AI Ready and upgrade decision intelligence.
SwiftMetricsSwiftXDPData AgentSwiftMA
PainWealth Metrics and Tags Are Hard to Trust
SolutionWealth Management Metric and Tag Ontology
ValueFrom customer tags to strategy orchestration and activation feedback.
Pain Points
Where business teams get blocked before AI can work.
Customer Asset Growth Needs Scenario Intelligence
Business teams need to identify opportunity groups, churn risks, product suitability, and next-best-action under compliance boundaries.
Business Exploration Depends on Manual Experts
When AUM, activity, product conversion, or channel traffic fluctuates, drill-down and attribution still rely heavily on analysts and SQL.
Compliance and Explainability Limit AI Adoption
Client service and investment advisory scenarios need controllable reasoning, transparent metric lineage, and auditable campaign execution.
Marketing Execution and Feedback Are Disconnected
Strategy design, employee tasks, channel delivery, market signals, and result recovery often sit in separate tools.
Solution Advantages
Turn metrics, agents, and actions into one operating loop.
Wealth Management Metric and Tag Ontology
SwiftMetrics and SwiftXDP unify customers, accounts, assets, products, advisors, channels, and campaigns into governed data assets.
Agentic AUM and Customer Diagnosis
Data Agent explains asset changes, product holding shifts, service opportunities, and customer churn risks with drill-down paths.
Compliant Strategy Orchestration
SwiftMA connects market timing, customer behavior, advisor tasks, channel delivery, and effect evaluation under controlled rules.
Reusable Securities Data Assets
DataHub packages metric libraries, customer segmentation, product analysis, and advisor templates as reusable business assets.
Industry Know-how
Reusable field method for Data AI Ready transformation.
Separate Analytics From Recommendation Boundaries
AI should explain and assist decisions while preserving compliance rules around investment advice and customer suitability.
ComplianceUse Multi-Entity Tags
Customer insight must connect account, asset, product, advisor, channel, and market signals.
Multi-EntityMake AUM Change Explainable
Every asset change should be traceable to customer groups, products, channels, and staff actions.
AUM TraceRecover Strategy Effects Quickly
Marketing and advisor tasks need minute-level tag/metric refresh and effect recovery.
FeedbackCustomer Cases
Representative landing scenarios across leading enterprises.
Ping An Securities Customer Operations Project
DigitForce helped build customer tag systems and customer operations capabilities to improve activation and accelerate digital growth.
Pain：Customer activation and wealth operations required reusable tags and strategy workflows.
Solution：SwiftXDP and SwiftMA built customer segmentation, journey automation, and campaign effect analysis.
Value：From customer tags to strategy orchestration and activation feedback.
Unified Metrics and Tags Management Platform
The platform strengthened data management and value mining for wealth-management customer service and faster service iteration.
Pain：Metric and tag definitions needed lifecycle governance and unified usage paths.
Solution：SwiftMetrics and SwiftXDP established unified asset management and 4K-style customer understanding.
Value：From metric/tag governance to wealth service iteration and operational reuse.
Securities Metrics Management Platform Project
DigitForce helped improve enterprise data asset management and avoid common issues in data asset construction.
Pain：Business users needed unified, self-service access to metrics without repeated IT development.
Solution：SwiftMetrics sorted the metric library, connected sources and permissions, and built role-based analysis models.
Value：From metric library to business self-service analysis and management applications.
Pain Signals
Industry Pain Points
Wealth Metrics and Tags Are Hard to Trust
AUM, effective accounts, product holding, risk preference, trading behavior, and advisor service metrics are often inconsistent across systems.
Customer Asset Growth Needs Scenario Intelligence
Business teams need to identify opportunity groups, churn risks, product suitability, and next-best-action under compliance boundaries.
Business Exploration Depends on Manual Experts
When AUM, activity, product conversion, or channel traffic fluctuates, drill-down and attribution still rely heavily on analysts and SQL.
Compliance and Explainability Limit AI Adoption
Client service and investment advisory scenarios need controllable reasoning, transparent metric lineage, and auditable campaign execution.
Marketing Execution and Feedback Are Disconnected
Strategy design, employee tasks, channel delivery, market signals, and result recovery often sit in separate tools.
Agent Solution
Solution Advantages
Wealth Management Metric and Tag Ontology
SwiftMetrics and SwiftXDP unify customers, accounts, assets, products, advisors, channels, and campaigns into governed data assets.
Agentic AUM and Customer Diagnosis
Data Agent explains asset changes, product holding shifts, service opportunities, and customer churn risks with drill-down paths.
Compliant Strategy Orchestration
SwiftMA connects market timing, customer behavior, advisor tasks, channel delivery, and effect evaluation under controlled rules.
Reusable Securities Data Assets
DataHub packages metric libraries, customer segmentation, product analysis, and advisor templates as reusable business assets.
Industry Know-how
How to Make Industry Data AI Ready
A Data Agent only works when industry concepts, metrics, roles, permissions, and execution workflows are modeled together.
Compliance
Separate Analytics From Recommendation Boundaries
AI should explain and assist decisions while preserving compliance rules around investment advice and customer suitability.
Multi-Entity
Use Multi-Entity Tags
Customer insight must connect account, asset, product, advisor, channel, and market signals.
AUM Trace
Make AUM Change Explainable
Every asset change should be traceable to customer groups, products, channels, and staff actions.
Feedback
Recover Strategy Effects Quickly
Marketing and advisor tasks need minute-level tag/metric refresh and effect recovery.
Customer Cases
CASE
CASE
Customer Cases
SwiftXDP / SwiftMA
Ping An Securities Customer Operations Project
DigitForce helped build customer tag systems and customer operations capabilities to improve activation and accelerate digital growth.
Pain: Customer activation and wealth operations required reusable tags and strategy workflows.
Solution: SwiftXDP and SwiftMA built customer segmentation, journey automation, and campaign effect analysis.
Value Path: From customer tags to strategy orchestration and activation feedback.
Became an important lever for group-level digital transformation
SwiftMetrics / SwiftXDP
Unified Metrics and Tags Management Platform
The platform strengthened data management and value mining for wealth-management customer service and faster service iteration.
Pain: Metric and tag definitions needed lifecycle governance and unified usage paths.
Solution: SwiftMetrics and SwiftXDP established unified asset management and 4K-style customer understanding.
Value Path: From metric/tag governance to wealth service iteration and operational reuse.
Metric development efficiency improved by 90%
Leading Securities Firm
CASESwiftMetrics
Securities Metrics Management Platform Project
DigitForce helped improve enterprise data asset management and avoid common issues in data asset construction.
Pain: Business users needed unified, self-service access to metrics without repeated IT development.
Solution: SwiftMetrics sorted the metric library, connected sources and permissions, and built role-based analysis models.
Value Path: From metric library to business self-service analysis and management applications.
Enabled unified, self-service, and efficient business data access